Boston Scientific Corporation (NYSE:BSX) is one of the 12 best Medical Devices stocks to invest in according to Hedge Funds. On January 16, Richard Newitter from Truist Securities reiterated his Buy rating on Boston Scientific Corporation (NYSE:BSX). He set a price target of $120, implying almost 28% upside. Polen Capital Bets on Robotic Surgery Leader Intuitive Surgical (ISRG) for Future Growth Copyright: nimon / 123RF Stock Photo The analyst attributed his rating to the company’s strategic acquisitio ...

Core Insights - DexCom Inc (NASDAQ:DXCM) is recognized as one of the top 12 medical device stocks favored by hedge funds, with a strong bullish sentiment reflected in analyst ratings [1] - The company reported fourth-quarter results with U.S. revenues of $892 million and international revenues of $368 million, achieving year-over-year growth of 11% and 18% respectively, surpassing consensus estimates by nearly 2 percentage points [2] - For FY 2025, management anticipates an adjusted gross margin of approximately 61% and an adjusted operating margin of around 20%-21%, with projected revenues for 2026 between $5.16 billion and $5.25 billion [3] Company Overview - DexCom Inc specializes in continuous glucose monitoring (CGM) systems that assist in managing diabetes and metabolic conditions by providing real-time glucose level tracking [4]

Group 1 - Abbott Laboratories (NYSE:ABT) is recognized as one of the top 12 Medical Devices stocks favored by Hedge Funds [1] - Larry Biegelsen from Wells Fargo maintained an Overweight rating on Abbott Laboratories but reduced the target price from $146 to $122, indicating a 15% upside potential from the current stock level [1] - Joanne Wuensch from Citi also reiterated a Buy rating for Abbott Laboratories, lowering the target price from $155 to $140, emphasizing the need for improved results for the stock to regain momentum [3] Group 2 - Abbott Laboratories operates in the healthcare sector, focusing on discovering, developing, and marketing healthcare products globally, with four main segments: Diagnostic Products, Established Pharmaceutical Products, Medical Devices, and Nutritional Products [4] - The company faced transitory headwinds that led to missing consensus sales estimates for the fourth quarter, with management projecting 6.5%-7.5% organic sales growth for 2026, which is below prior consensus [2]

Core Insights - Edwards Lifesciences (NYSE:EW) is recognized as one of the top 12 Medical Devices stocks for investment according to Hedge Funds [1] - Analyst Adam Maeder from Piper Sandler has maintained an Overweight rating on Edwards Lifesciences and adjusted the price target from $95 to $98, indicating a potential upside of nearly 20% [1][2] - Josh Jennings from TD Cowen upgraded his rating on Edwards Lifesciences from Hold to Buy, raising the price target from $90 to $97, which implies an 18.5% upside [3] Company Overview - Edwards Lifesciences Corporation is a medical technology company focused on developing patient-centered medical products and technologies for critical cardiovascular diseases [4] - The company provides critical care monitoring services and transcatheter heart valve repair and replacement products, including various surgical structural heart solutions [4]

Group 1: Company Overview - Medtronic plc (NYSE:MDT) is a healthcare technology company that develops and sells medical devices and therapies, addressing over 70 chronic diseases and serving healthcare networks, clinicians, and patients directly [4] Group 2: Market Sentiment and Analyst Ratings - As of January 28, sentiment for Medtronic plc was moderately bullish, with 19 analysts covering the stock, resulting in 10 Buy ratings and 9 Hold ratings [1] - The median 1-year price target for Medtronic is $111.63, indicating an upside potential of almost 11% from the current level [1] Group 3: Analyst Forecasts and Concerns - Piper Sandler maintained a Neutral rating for Medtronic with a price target of $105, following a survey of 25 physicians regarding renal denervation (RDN) procedure volumes [2] - Survey results showed that expected volumes per physician for 2026 are below Piper Sandler's expectations, leading to a cautious forecast regarding RDN-linked growth potential, which is expected to contribute only an incremental 30 basis points to the topline [3]

Core Insights - Senseonics Holdings, Inc. (SENS) received CE Mark approval for its Eversense 365 continuous glucose monitoring (CGM) system in Europe, marking a significant regulatory achievement [1] - The approval enhances the company's market position and growth potential, particularly in the European market, where it can leverage full commercialization rights and integration with automated insulin delivery systems [2][4] Company Developments - Following the CE Mark approval, SENS shares increased by 2.1% in the trading session, although the stock has seen a 29% decline over the past six months compared to a 21.8% decline in the industry [3] - The Eversense 365 system is the only one-year implantable CGM, which differentiates Senseonics in a competitive market, potentially leading to better pricing power and patient retention [4][9] - The company currently has a market capitalization of $278.7 million [7] Product Features - Eversense 365 addresses key issues with traditional CGMs, such as durability and reliability, with a 365-day sensor that reduces the need for frequent changes [10] - The system emphasizes accuracy, comfort, and flexibility, which are crucial for long-term adoption, and features a removable transmitter for user convenience [11][12] Industry Outlook - The global blood glucose monitoring devices market is projected to grow from $15.53 billion in 2025 to $30.18 billion by 2033, with a CAGR of 8.8% from 2026 to 2033, driven by the rising prevalence of diabetes and an aging population [13] - Senseonics reported a significant increase in third-quarter 2025 revenue, rising to $8.1 million from $4.3 million year-over-year, with U.S. revenue nearly tripling to $6.4 million [14] - The company achieved a gross profit of $3.5 million in the latest quarter, a notable improvement from a gross loss of $4.1 million a year ago, indicating progress in operational efficiency [15]

Core Insights - ResMed Inc reported second-quarter fiscal 2026 adjusted earnings of $2.81, exceeding the consensus estimate of $2.72 [1] - Quarterly sales rose 11% year over year to $1.42 billion, surpassing the consensus estimate of $1.396 billion [1] - Sales increased 9% on a constant currency basis, driven by higher demand for sleep devices, masks, and accessories [1] - Residential Care Software revenue grew by 5% on a constant currency basis [1] Product Development - In December 2025, the FDA cleared ResMed's Personalized Therapy Comfort Settings (PTCS) for marketing as Smart Comfort, the first AI-enabled medical device for obstructive sleep apnea patients [2] - Smart Comfort is set to launch in early 2026 in a limited U.S. beta version for new users of the myAir app, with a broader rollout planned later in 2026 [3] Financial Performance - Gross margin increased by 320 basis points to 61.8%, driven by manufacturing and logistics efficiencies [3] - Adjusted gross margin rose by 310 basis points to 62.3% [3] - Adjusted operating income increased 19% to $517.2 million [4] Future Outlook - ResMed anticipates revenue growth at a high single-digit rate over the next five years, with earnings expected to outpace revenue growth [5] Analyst Reactions - Analysts from William Blair support the bull thesis for ResMed, projecting strong double-digit EPS growth of +15% this year [6] - Stifel raised the price forecast from $260 to $265, while Wells Fargo increased it from $265 to $270, and Piper Sandler from $270 to $275 [7] - ResMed shares were down 2.33% at $251.62 as of the last check on Friday [7]

Deep-pocketed investors have adopted a bullish approach towards Intuitive Surgical (NASDAQ:ISRG), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ISRG usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 8 extraordinary options activities for ...

Core Insights - Stryker Corporation reported strong fourth-quarter 2025 results with adjusted EPS of $4.47, exceeding estimates and showing an 11.5% year-over-year improvement [1] - The company achieved revenues of $7.17 billion, beating consensus estimates and reflecting an 11.4% year-over-year growth [2] Financial Performance - Adjusted EPS for the full year increased by 11.8% to $13.63, while GAAP EPS rose 8.2% to $8.40 [1] - Revenues for the full year reached $25.1 billion, marking an 11.2% increase year-over-year [2] Revenue Breakdown - U.S. revenues were $5.44 billion, up 11.7% year-over-year, while international sales increased by 10.6% to $1.73 billion [3] - Organic sales growth was driven by a 10.9% increase in unit volume and a 0.1% improvement in prices [2] Segment Analysis - The MedSurg and Neurotechnology segment reported sales of $4.6 billion, up 17.5% year-over-year [5] - Orthopedics segment sales amounted to $2.61 billion, reflecting a 2.2% year-over-year increase [10] Margins and Expenses - Adjusted gross profit was $4.68 billion, up 11.3% year-over-year, with adjusted gross margin at 65.2% [12] - Total operating expenses decreased by 21.4% to $2.82 billion [12] Financial Position - Cash and cash equivalents at the end of the fourth quarter were $4.01 billion, up from $3.26 billion at the end of the previous quarter [14] - Cumulative net cash from operating activities totaled $5.04 billion, compared to $4.24 billion a year ago [14] 2026 Guidance - Stryker expects total revenues to grow between 8-9.5% on an organic basis for 2026, with EPS projected in the range of $14.90 to $15.10 [15] - The Zacks Consensus Estimate for total revenues is $27.23 billion, implying an 8.6% growth [15] Market Position and Growth Drivers - Stryker is positioned for durable growth in global MedTech, driven by robotics adoption and a strong capital cycle [17] - The Mako robotic system's adoption continues to deepen, with over 3,000 systems installed globally [18] - New applications for Mako are set to launch in mid-2026, expanding the addressable market [19] Pricing and Margin Outlook - Management anticipates pricing improvements in 2026 similar to those in 2025, with new product launches potentially at higher price points [20] - Stryker expects to expand margins despite a $400 million tariff headwind in 2026 [21]

Core Viewpoint - West Pharmaceutical Services (WST) has experienced a bearish trend recently, losing 6.1% over the past week, but the formation of a hammer chart pattern suggests a potential trend reversal as buying interest may be increasing [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, with selling pressure likely subsiding, which supports a bullish outlook for the stock [2][5]. - A hammer pattern forms when there is a small difference between opening and closing prices, with a long lower wick, suggesting that bears may be losing control [4][5]. - This pattern can occur across various timeframes and is utilized by both short-term and long-term investors [5]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for WST, which is a bullish indicator, as it typically leads to price appreciation [7]. - The consensus EPS estimate for the current year has increased by 0.2% over the last 30 days, indicating strong agreement among analysts regarding the company's improved earnings potential [8]. - WST holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which historically outperforms the market [9][10].